Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,610 | $48,570-94.6% | $130,660-98.0% | $72,976-96.4% |
| Participation rate | 11.5% | 58.6%-47.0pp | 71.7%-60.2pp | 69.5%-58.0pp |
| Annual return | 28.50% | 38.63%-10.1pp | 1709.29%-1680.8pp | 81.02%-52.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $88 | $2,384-96.3% | $3,603-97.6% | $3,608-97.6% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |